State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
132 hedge funds and large institutions have $425M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 19 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 31
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
32% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 19
3% more funds holding
Funds holding: 128 → 132 (+4)
4.12% less ownership
Funds ownership: 58.76% → 54.63% (-4.1%)
7% less capital invested
Capital invested by funds: $458M → $425M (-$33.2M)
96% less call options, than puts
Call options by funds: $65K | Put options by funds: $1.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.6M |
| 2 |
Jane Street
New York
|
+$7.44M |
| 3 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$6.25M |
| 4 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$5.62M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$52M |
| 2 |
Morgan Stanley
New York
|
-$28.2M |
| 3 |
Bank of New York Mellon
New York
|
-$20.2M |
| 4 |
ME
McIlrath & Eck
Arlington,
Washington
|
-$3.24M |
| 5 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$2.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Fidelity Investments
Boston,
Massachusetts
| – | -$2.52K | -106 | Closed |
|
SPLB Hedge Fund Activity: Q1 2024 in Review
132 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2024, worth a combined $425M — down 7.3% from $458M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SPLB positions and 19 closed out — a net gain of 6 holders — while 56 added to existing stakes and 31 trimmed.
The largest buyer was LPL Financial, adding an estimated $13.6M. The largest seller was Bank of America, cutting an estimated $52M.
- 132 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2024, up from 128 in Q4 2023.
- Funds reported $425M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2024, down 7.3% quarter-over-quarter.
- 25 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2024 and 19 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $13.6M added.
- The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2024 was Bank of America, an estimated $52M sold.
Based on aggregated 13F filings for Q1 2024.